Tempus Wealth Planning’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
1,954
+231
| +13% | +$36.8K | 0.08% | 207 |
|
|
2025
Q1 | $294K | Buy |
1,723
+8
| +0.5% | +$1.36K | 0.09% | 204 |
|
|
2024
Q4 | $288K | Buy |
1,715
+145
| +9% | +$24.3K | 0.09% | 197 |
|
|
2024
Q3 | $272K | Buy |
1,570
+294
| +23% | +$50.9K | 0.1% | 183 |
|
|
2024
Q2 | $210K | Buy |
+1,276
| New | +$210K | 0.09% | 192 |
|
|
2023
Q3 | – | Sell |
-3,206
| Closed | -$486K | – | 184 |
|
|
2023
Q2 | $486K | Sell |
3,206
-171
| -5% | -$25.9K | 0.22% | 107 |
|
|
2023
Q1 | $502K | Buy |
3,377
+297
| +10% | +$44.2K | 0.25% | 97 |
|
|
2022
Q4 | $467K | Buy |
3,080
+370
| +14% | +$56.1K | 0.28% | 99 |
|
|
2022
Q3 | $342K | Buy |
2,710
+210
| +8% | +$26.5K | 0.23% | 120 |
|
|
2022
Q2 | $359K | Hold |
2,500
| – | – | 0.3% | 89 |
|
|
2022
Q1 | $382K | Sell |
2,500
-60
| -2% | -$9.17K | 0.27% | 95 |
|
|
2021
Q4 | $419K | Hold |
2,560
| – | – | 0.23% | 107 |
|
|
2021
Q3 | $358K | Hold |
2,560
| – | – | 0.2% | 115 |
|
|
2021
Q2 | $345K | Sell |
2,560
-59
| -2% | -$7.95K | 0.23% | 115 |
|
|
2021
Q1 | $355K | Hold |
2,619
| – | – | 0.38% | 70 |
|
|
2020
Q4 | $364K | Sell |
2,619
-119
| -4% | -$16.5K | 0.47% | 47 |
|
|
2020
Q3 | $381K | Hold |
2,738
| – | – | 0.55% | 37 |
|
|
2020
Q2 | $327K | Hold |
2,738
| – | – | 0.49% | 49 |
|
|
2020
Q1 | $301K | Hold |
2,738
| – | – | 0.49% | 44 |
|
|
2019
Q4 | $342K | Buy |
+2,738
| New | +$342K | 0.3% | 53 |
|